WMA
Wealth Management Associates’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
6,323
-450
| -7% | -$19.5K | 0.11% | 177 |
|
|
2025
Q1 | $312K | Sell |
6,773
-449
| -6% | -$20.7K | 0.13% | 151 |
|
|
2024
Q4 | $272K | Sell |
7,222
-50
| -0.7% | -$1.88K | 0.12% | 166 |
|
|
2024
Q3 | $295K | Hold |
7,272
| – | – | 0.13% | 158 |
|
|
2024
Q2 | $252K | Hold |
7,272
| – | – | 0.12% | 164 |
|
|
2024
Q1 | $252K | Sell |
7,272
-300
| -4% | -$10.4K | 0.12% | 164 |
|
|
2023
Q4 | $272K | Sell |
7,572
-1,400
| -16% | -$50.3K | 0.14% | 152 |
|
|
2023
Q3 | $339K | Sell |
8,972
-2
| -0% | -$76 | 0.2% | 112 |
|
|
2023
Q2 | $366K | Sell |
8,974
-194
| -2% | -$7.9K | 0.21% | 100 |
|
|
2023
Q1 | $384K | Sell |
9,168
-855
| -9% | -$35.8K | 0.24% | 96 |
|
|
2022
Q4 | $433K | Sell |
10,023
-3,935
| -28% | -$170K | 0.29% | 80 |
|
|
2022
Q3 | $523K | Buy |
13,958
+4,890
| +54% | +$183K | 0.37% | 70 |
|
|
2022
Q2 | $411K | Buy |
9,068
+541
| +6% | +$24.5K | 0.28% | 93 |
|
|
2022
Q1 | $406K | Sell |
8,527
-90
| -1% | -$4.29K | 0.23% | 112 |
|
|
2021
Q4 | $498K | Sell |
8,617
-360
| -4% | -$20.8K | 0.27% | 97 |
|
|
2021
Q3 | $434K | Sell |
8,977
-2,280
| -20% | -$110K | 0.25% | 103 |
|
|
2021
Q2 | $499K | Buy |
11,257
+3,760
| +50% | +$167K | 0.28% | 95 |
|
|
2021
Q1 | $328K | Buy |
7,497
+430
| +6% | +$18.8K | 0.21% | 118 |
|
|
2020
Q4 | $298K | Buy |
7,067
+60
| +0.9% | +$2.53K | 0.2% | 128 |
|
|
2020
Q3 | $251K | Buy |
7,007
+465
| +7% | +$16.6K | 0.19% | 129 |
|
|
2020
Q2 | $237K | Buy |
+6,542
| New | +$237K | 0.2% | 119 |
|
|
2019
Q3 | – | Sell |
-6,270
| Closed | -$301K | – | 145 |
|
|
2019
Q2 | $301K | Buy |
6,270
+600
| +11% | +$28.8K | 0.3% | 70 |
|
|
2019
Q1 | $284K | Hold |
5,670
| – | – | 0.31% | 72 |
|
|
2018
Q4 | $256K | Buy |
+5,670
| New | +$256K | 0.34% | 68 |
|